说到稀土，绝大多数人脑海里估计都是那种地底下挖出来的小矿石。可实际上，这点小玩意现在能够让全球产业链抖三抖。刚刚，中国稀土和相关技术宣布 出口管制，外媒刚反应过来，德国直接跳出来带头喊话，说形势严峻。到底这事咋就闹这么大？德国人究竟慌什么？中国这波操作隐藏了啥深意？别急，咱 们换个方式，掰开揉碎聊几个关系大家切身利益的点，把稀土背后的逻辑和局势看明白。 提到稀土，绝大多数人第一反应其实还停留在 原材料出口。可现在这步新政，其实比以往都狠——不仅是货，连技术、比例、用途一块儿全给盯上了。你 别以为只管矿石，官方直接给到0.1%的占比红线，这种低到极致的门槛，不管你是在五百强公司还是小作坊，只要你最终产品里带了中国稀土成分，全得 过一遍中国审批。 说白话点，就是不仅把龙头拧了下来，而且连谁家用水、用几滴也要记账！有人问，真能影响到全球么？数据直接上了——全球稀土精炼70%产自中国，中 重稀土比例高达90%甚至更高。再牛的西方高科技厂商，绕不开。比如美国的F-35，一架需要四百多公斤稀土，ASML造的顶级光刻机，一旦没中国稀土， 那基本就是个壳子。 德国媒体咋说？《法兰克福汇报》直接怼出来："欧洲高端制造业链有断裂 ...

Core Viewpoint - The article discusses the implications of the recent trade negotiations between the United States and Vietnam, highlighting the significant impact of tariffs on Vietnam's economy and the broader global trade landscape. Group 1: Trade Negotiations and Tariffs - The U.S. has imposed tariffs on Vietnamese goods, with a drastic increase from 0% to 46% on exports such as clothing, toys, and small appliances, which could severely hinder Vietnam's economy that relies heavily on exports to the U.S. [2] - Vietnam's economy is heavily dependent on foreign trade, with exports accounting for nearly half of its GDP, and 30% of its exports going to the U.S. [2] - The U.S. is using Vietnam as a model for its trade negotiations with other countries, presenting the agreement as a new global trade standard [4] Group 2: Economic Consequences for Vietnam - The agreement reached by Vietnam to reduce tariffs from 46% to 20% is seen as a capitulation rather than a negotiation victory, as it may lead to long-term economic disadvantages [4] - The U.S. has introduced a 40% tax on transshipment goods, effectively blocking Chinese goods from entering the U.S. through Vietnam, which could disrupt Vietnam's emerging industries [4] - The potential for strict checks on the origin of transshipped goods poses a significant challenge for Vietnam, which lacks the necessary technology and experience to comply [4] Group 3: Broader Implications for Global Trade - The U.S. is leveraging Vietnam as a testing ground for its tariff policies, which could have ripple effects across ASEAN countries, raising concerns about being used as pawns in the trade conflict [5] - China's swift response to the U.S. tariffs, including imposing anti-dumping duties on steel products from several countries, indicates a strategic countermeasure to protect its interests [4][5] - The article suggests that the ongoing tariff fluctuations are a facade, with the underlying battle being over global supply chain influence and control [5]